Solve It Stories - Revenue Grid ft VDA

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS How Revenue Grid helped VDA streamline its communication and business development strategy. THE CHALLENGE Van Deusen & Associates (VDA) is an elevator and escalator consulting firm that traditionally acquired customers organically via word of mouth. During the pandemic, VDA was forced to digitalize its sales and customer engagement. With a complex Salesforce instance that had multiple relations with several entities, email capture logic was quite complex. VDA needed a way to enhance its existing Salesforce data by adding better tracking and automated customer communication capabilities. THE OPPORTUNITY Businesses often need a way to successfully digitalize prospect and By using Revenue Grid’s products, VDA has customer nurturing at scale. become more efficient, improved client interaction, and developed more business. HOW DO THEY ... We are now able to leverage existing Salesforce data to streamline our · Streamline their customer engagement process with an communication and business development easy-to-learn tool? strategy. We are looking forward to working with Revenue Grid to add additional tools · Auto-capture all customer-related activity in Salesforce to and functionality that will help us become improve productivity? even more successful with our endeavors. · Enable their teams to take the right action at the right time? Shayna Pitman In the case of VDA, it wanted to build a superior digital experience PROJECT COORDINATOR PORTFOLIO ACCOUNTS for both its agents and customers, and it was able to do so with the help of Revenue Grid.